Finance & Reporting

Know your numbers, grow your margins

Invoicing, accounting sync, project costing, and custom dashboards. See exactly where your profit comes from.

What's included

Everything you need to know your numbers, grow your margins.

Invoicing

Generate invoices from projects with one click. Track payments, send reminders, and reconcile automatically.

Accounting Sync

Two-way sync with Xero and QuickBooks. Invoices, payments, and contacts stay perfectly in sync.

Project Costing

Track material costs, labor hours, and expenses per project. Understand true margins on every installation.

Analytics Dashboard

Custom dashboards for revenue, pipeline, team performance, and more. The metrics that matter to you.

See it in action

A glimpse of what finance & reporting looks like in Payaca.

app.payaca.com

Dashboard

January 2024
Revenue
142,850
+12% vs last month
Jobs
47
+8 vs last month
Pipeline
89,200
-3% vs last month
Conversion
68%
+5% vs last month
Revenue Trend
For the first time, we can see exactly which job types are most profitable. We've improved margins by focusing on what works.
TR
Tom Richards
Finance Director, PowerHome UK
15%
margin improvement
Complete onboarding included

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Join 500+ installers who've transformed their business with Payaca. We'll handle your workflow mapping, process optimisation, and data migration.

Dedicated onboarding
Free data migration
AI + human support